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Boeing
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Overview Fund Activity

1,349 hedge funds and large institutions have $60.9B invested in Boeing in 2016 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 561 increasing their positions, 537 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,349
Holders Change
-45
Holders Change %
-3.23%
% of All Funds
36%
Holding in Top 10
62
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-29.55%
% of All Funds
1.65%
New
101
Increased
561
Reduced
537
Closed
130
Calls
$965M
Puts
$1.76B
Net Calls
-$795M
Net Calls Change
-$324M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$1.42B
2
JHIU
Janus Henderson Investors US
Colorado
+$405M
3
Franklin Resources
Franklin Resources
California
+$252M
4
ETC
Evercore Trust Company
New York
+$172M
5
GA
Greenhaven Associates
New York
+$160M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.11B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$490M
3
WRF
Waddell & Reed Financial
Kansas
-$374M
4
ACM
Americafirst Capital Management
California
-$260M
5
MCM
Marsico Capital Management
Colorado
-$217M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTIOP
826
Fiduciary Trust International of Pennsylvania
Pennsylvania
$897K -$65K -512 -7%
IC
827
Intersect Capital
California
$886K +$669K +5,271 +309%
ASN
828
Advisory Services Network
Georgia
$873K -$148K -1,169 -15%
PC
829
Palo Capital
California
$872K +$495K +3,898 +131%
AAM
830
AR Asset Management
California
$870K +$38.1K +300 +5%
PVWM
831
Point View Wealth Management
New Jersey
$859K +$260K +2,049 +43%
YP
832
Yellowstone Partners
Idaho
$858K +$35.5K +280 +4%
SLG
833
Stanley-Laman Group
Pennsylvania
$857K -$775K -6,106 -48%
DWT
834
Dorsey & Whitney Trust
South Dakota
$856K -$3.05K -24 -0.4%
LIA
835
LBMC Investment Advisors
Tennessee
$855K +$7.62K +60 +0.9%
AAS
836
Annex Advisory Services
Wisconsin
$850K +$97.2K +766 +13%
CLOS
837
Compagnie Lombard Odier SCmA
Switzerland
$845K -$110K -870 -12%
ITIM
838
Indiana Trust & Investment Management
Indiana
$844K +$176K +1,385 +26%
FG
839
Fiduciary Group
Georgia
$843K -$67.2K -529 -7%
FCH
840
Freestone Capital Holdings
Washington
$843K +$107K +844 +15%
HHC
841
Hutchin Hill Capital
New York
$838K -$927K -7,300 -53%
WAM
842
Wealthspire Advisors (Maryland)
Maryland
$836K -$225K -1,773 -21%
CPS
843
Counsel Portfolio Services
Ontario, Canada
$834K -$3.18M -25,086 -79%
EWM
844
Evercore Wealth Management
New York
$832K -$56.9K -448 -6%
BFO
845
Boston Family Office
Massachusetts
$830K +$830K +6,540 New
SNT
846
Security National Trust
West Virginia
$828K – – –
AP
847
Appleton Partners
Massachusetts
$826K +$23.1K +182 +3%
SIA
848
SeaBridge Investment Advisors
New Jersey
$823K -$68K -536 -8%
CBU
849
CIBC Bank USA
Illinois
$820K -$557K -4,387 -40%
PTC
850
Private Trust Company
Ohio
$819K -$32.1K -253 -4%
32 33
34
35 36